+60.2%
KNX vs OSCR
+64.1%
-3.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -5.6% | +1.6% | -7.2% | -5.8% |
| 30D | -4.4% | +10.7% | -15.1% | -5.6% |
| 3M | -17.3% | +13.4% | -30.7% | -18.9% |
| 6M | +22.6% | +144.6% | -121.9% | +6.5% |
| YTD | +31.1% | +128.0% | -96.9% | +15.0% |
| 1Y | +60.2% | +68.7% | -8.5% | +46.5% |
| All | +60.2% | +64.1% | -3.9% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OSCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling